Overview
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The first thing you'll need to learn in order to use Yellowfin is how to navigate around the system. The main navigation items are found in the ribbon at the top of each page. This contains different items, depending on where you are in the system. The main navigation menu provides access to the main components of Yellowfin, based on a user's role permissions.
Create
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Menu Items
Option |
Description |
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This link will take you to the [Report Initialisation] page where you can build reports. |
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This link allows you to create a new [Dashboard Tab], selecting from Standard, KPI, and Pre-Built. |
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This link allows you to create a new [Storyboard]. |
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This link will take you to the [Discussion] area, if enabled, where you can create a new Discussion Thread. |
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This link will take you to the [Initialise View] page, where you can build a view using several different builder types. |
Administration
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Clicking on the [Administration] option provides you with a list of the most commonly used Administration features.
Menu Items
Option |
Description |
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This link will take you straight to the main [Administration] page, rather than providing a short cut to one of the main admin components. |
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This link will take you to the [Configuration] page, allowing you to customise Yellowfin settings, such as authentication, integration (headers, footers, and navigation), page formatting, email server and defaults, system parameters, and regional settings. |
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This link will take you to the [Source Systems & Views] page, allowing you to manage the way Yellowfin connects to your databases, and define the meta data layers that sit between them and your reports. |
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This link will take you to the [Export] page, allowing you to save an xml fine defining selected pieces of content for use as backups or to transfer to different instances of Yellowfin. |
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This link will take you to the [Import] page, allowing you to select and xml file that defines pieces of content you wish to add to the system. |
User Options
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The User Options area allows the user to define preferences that just apply to their Yellowfin account, customising the way they interact with Yellowfin.
Menu Items
Option |
Description |
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Define user options that relate to their user account and location. |
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Define user preferences that relate to how the user interacts with Yellowfin |
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Provides the user with a list of Yellowfin User Groups they belong to. |
Inbox
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The Inbox is used to share information between users. This can include Reports, Dashboards, Storyboards, Comments, Discussions, Broadcasts, Approvals
Search
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The Search allows you to locate content, such as Reports, Dashboards, Storyboards, displaying results on the [Browse Page].
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